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YunOS – Cloudy days.

Reply to this post           YunOS has volume but engagement is less certain. To make a real splash, YunOS needs to carry Alibaba’s Digital Life services,...

Palantir – Success victim.

Reply to this post           Palantir’s silence will only make matters worse. Palantir is a very secretive company but the recent negative press raises valid points...

Amazon / Baidu Results – Away from home.

Reply to this post           Both companies being driven by new businesses. Amazon Q1 16A.  Amazon reported mighty results as Amazon Web Services (AWS) grew by...

Qualcomm – Built to serve

Reply to this post           Triple whammy benefit no longer held up by software? Intel finally has a credible challenger in the server market as Qualcomm...

Amazon Q1 15A– Silver lining

Reply to this post           Amazon Web Services outshines a dull earnings report Amazon Web Services (AWS) was the bright spot in a set of results...

Apple – Fixing ABC.

Reply to this post           Apple is moving to fix the basics of iCloud to ensure its future. Apple appears to be intent on improving the...

Privacy – Same boat.

          Microsoft has taken the most heat from the latest revelations but it looks like everyone is in the same boat.   The latest revelations reveal...

Google Reader– The boring truth

          Google Reader has gone because it is not big enough. That’s all. The retirement of Google Reader has nothing to do with the “free” internet...

Amazon Q4 – To hell with reason

          There is no rhyme or reason in the valuation of this company. Amazon reported disappointing results but still managed to rise 10% in after-hours trading...

Dell – Cloud for dummies.

          Finally an innovation from Dell but it needs to be made available to the right customer. For the last few years Dell has appeared to...